Posts
NOW, PATH OR LENOVO
Which one do you think has the most upside? ServiceNow has transformed its platform into an AI-first enterprise system. The SaaS drawdown is now making a recovery. Lenovo is the largest pc manufacturer and is now hitting record earnings as it transformed into an AI infrastructure company Path is a …
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
NVIDIA press releases from GTC Taipei at Computex 2026: **Next-Gen Hardware & Silicon Architecture** * Vera (CPU for Agents): New CPU architecture designed to handle the heavy workloads of AI agents. * Vera Rubin: Confirmed to be ramping into full production to power agentic AI factories globally. * Vera BlueField-4 …
Is it normal for semiconductor and AI infrastructure stocks to 10x in such a short time?
Is it just me, or does it feel like it's completely normal right now for a stock to go up 10x within a year? I am asking specifically about AI infrastructure and semiconductors like MU, SNDK, WDC, LITE, and STX. Sure, there are massive fundamental drivers behind this, but isn't …
Anyone see big potential in QCOM
Hello, beginner investor here still learning the basics. Nvidia's recent announcement of their ARM chip made QCOM and others plummet but the way I see it, the popularisation of ARM on Windows could lead to Snapdragon based chips becoming actually mainstream for PC usecases because apps would finally be optimized …
The OMER play!
Ladies and Gents, I present to you the OMER play..... For those who missed the CRSR boat. A heavily beaten down stock with a 800m market cap and a new FDA approved drug, the only kind in the market. Soon to be approved in the European market. Already has a …
Samsung Electronics Jumps 10%, Common-Share Market Cap Tops $1.5 Trillion; SK Securities Sees Shares at 610,000 Won
Samsung Electronics Co. surged more than 10% on the first trading day of June, pushing the market capitalization of its common shares above 2,000 trillion won ($1.5 trillion). The company had previously exceeded that threshold including preferred shares. Brokerages said Samsung offers the biggest upside among the world’s three major …
What is everyone buying today and why?
Curious what everyone is buying or watching today. Are you adding to long-term positions, taking profits, buying the dip, chasing momentum, or just sitting in cash? Feels like the market has been moving really fast lately and every day there’s a new theme getting attention. AI, semis, small caps, nuclear, …
$GRRR - The AI Infrastructure Play Nobody’s Talking About (530M MC vs 5B+ Backlog)
Let me make this simple for all you out there. You’ve got a $530M market cap company sitting on a $5B contracted backlog. That’s not a typo. Also, while the market is busy pretending this company doesn’t exist, NVIDIA just put Yotta (who signed 3.3B of deals with Gorilla and …
LOGI is making the old targets look late
LOGI is sitting around $123.22 to $123.29 from the live screenshots, still green a little over 1% with the 52 week high near $123.57. The easy move already happened. Now the fight is whether buyers can keep it near the high or whether $124 becomes the place the move gets …
Market not reacting negatively to oil price shocks anymore
The market barely seems bothered right now. Energy prices can jump sharply on a geopolitical headline, yet stocks are acting like it's just another day. A lot of investors still remember getting shaken out the last time tensions flared up, only to watch the Nasdaq rally more than 25% afterward. …